智通财经APP获悉，海天国际(01882)午后涨超4%，截至发稿，涨4.38%，报21.45港元，成交额3623.34万港元。
东吴证券指出，2024年注塑机国内需求良好，中长期国产设备出海打开龙头成长天花板。在大规模设备更新政策指引下，国内家电、3C行业资本开支上行，带动注塑机内需回暖，国产注塑机龙头纷纷推出性价比机型加速渗透下沉市场。出海方面，注塑机海外市场空间更加广阔，国产注塑机龙头纷纷加速布局海外销售渠道，海外市场加速拓展将打开注塑机企业中长期成长天花板。
该行指出，全球注塑机市场中海外市场占据了2/3的份额，空间更加广阔。海天国际积极布局海外市场，目前在全球已有6个区域管理中心、5个制造中心、9个应用服务体验中心。渠道开拓助力公司海外业务快速发展，2019-2023年公司海外营收CAGR为10%，高于总营收增速。
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